Baker Ellis Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Sell |
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|
2025
Q1 | $9.21M | Sell |
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|
2024
Q4 | $8.76M | Sell |
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|
2024
Q3 | $7.69M | Sell |
|
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|
2024
Q2 | $6.42M | Sell |
|
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|
2024
Q1 | $6.95M | Buy |
|
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|
2023
Q4 | $5.72M | Sell |
|
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|
2023
Q3 | $4.99M | Sell |
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|
2023
Q2 | $5.76M | Sell |
|
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|
2023
Q1 | $5.19M | Sell |
|
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $4.3M | Buy |
|
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|
2022
Q2 | $4.05M | Sell |
|
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|
2022
Q1 | $4.67M | Buy |
|
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|
2021
Q4 | $4.61M | Sell |
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|
2021
Q3 | $4.78M | Sell |
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|
2021
Q2 | $5.11M | Buy |
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|
2021
Q1 | $5.53M | Buy |
|